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Sample Financial Calendar

AUGUST 2023

Back to School Membership Drive begins!
Stronger Together

16    First day of SFUSD classes

SEPTEMBER

At your 1st Membership Meeting: vote on 2022-23 Audit, present 2023-24 Budget, and ‘Release Funds’ for scheduled events. Be sure to include line items for Reflections program, attending Convention and other trainings, Legislation conference and the annual Founders Day Dinner

4        SFUSD CLOSED – Labor Day

5     Second District Board Meeting

9      Fall General Meeting, New Officer & Leadership Training

30       2022-23 year-end audit, financial report, and 2023-2024 budget due to SFPTA

OCTOBER

1       Remit membership dues to Second District PTA

3       Second District Board Meeting

9       SFUSD CLOSED – Indigenous Peoples’ Day/Día De La Raza

14      SFUSD Fall Summit -School Site Councils

15      Submit your Outreach Translation, Cultural Arts, Healthy Lifestyles, and Parent Education grant applications directly to CAPTA

21       SFUSD In-Person Enrollment Fair for PK – 12th Grade

30        Ready-Set-Remit Membership Award Deadline (30 members’ dues received by 2D PTA)

30       Second District Board Meeting*

31        Expiration of previous year’s PTA memberships

NOVEMBER

Appoint An Auditor For Mid-Year Audit if your EB does not include an Auditor.

1        Remit membership dues to Second District PTA

 *      Second District Board Meeting *(moved to Monday, October 30, 2023)

10      SFUSD CLOSED – Veterans Day [observed]

15      2D Deadline for 15 members’ dues (received by Second District PTA)

15      Tax and AG filings due for fiscal year ending 30 June (15th day of 5th month)

15      411 Wednesday – FAQs About Running Your PTA/PTSA – postponed

17      2D Deadline for Units to request Insurance Waivers

20-24    SFUSD School Sites Closed – Thanksgiving Recess

29      MOVED to 12/6: 411 Wednesday – Town Hall with Dr. Matt Wayne, SFUSD Superintendent

30      Tax Returns, RRF-1, Raffle Registration, Raffle Reports due to Second District PTA


DECEMBER

1        Remit membership dues to Second District PTA

1        Reminder to Units: All AIM Insurance Premiums must be received by them by December 20 to prevent late fee

5        Second District Board Meeting

6        411 Wednesday – Town Hall with Dr. Matt Wayne, SFUSD Superintendent; 411 Wednesday – SF City-Wide CBOs and Services – postponed to January

tbd    Ed100 Drawing Date

15       1st Not in Good Standing (NGS) letter mailed to units with less than 15 members

16       Reflections Entries due to Second District PTA

20        Deadline for AIM Insurance Premiums ($25 late fee after this date)

22-29 SFUSD Schools Closed – Winter Break

JANUARY 2024

Decide who will attend CAPTA’s Legislative Action Conference

Start Election process by selecting a Nominating Committee

Mid-Year Audit should be done this month.

2-5     SFUSD Schools Closed – Winter Break

8        SFUSD classes resume

8        Remit membership dues to Second District PTA

9      Second District Board Meeting

15      SFUSD CLOSED – Martin Luther King, Jr. Day

22-23   CA PTA Legislation Conference (Sacramento)

31      Deadline for Workers Compensation online filing and any additional surcharges

FEBRUARY

1        Remit membership dues to Second District PTA

1        Deadline for Graduating High School Senior Scholarships Award applications (due in CAPTA Office)

6        Second District Board Meeting

9        SFUSD Schools Closed – Start of Lunar New Year (SFUSD Offices open)

19       SFUSD CLOSED – Presidents’ Day

24       SFPTA Annual Founders Day postponed to February 2025

MARCH

1        Remit membership dues to Second District PTA

5        Second District Board Meeting

15       Mid-year audit due to Second District

APRIL

Election of Officers for next term should be completed by April 14, send roster to 2D.

1        School Sites CLOSED – Cesar Chavez Day

2        Remit membership dues to Second District PTA

2        Second District Board Meeting

8-12  SFUSD Schools Closed – Spring Break

15      Deadline for Election of officers for next term

20      Second District Spring General Meeting, 10am-12 noon via Zoom

MAY

1       Remit membership dues to Second District PTA

1-5     National PTA Teacher Appreciation Week

3-5    CA State PTA Annual Convention (Sacramento)

7        Second District Board Meeting

15      2D Deadline for Roster of Officers for next year (entered into PTEZ)

15       Deadline for Historians Reports (due in 2D office)

tbd      Ed100 Drawing Date

24       School Sites CLOSED

27       SFUSD CLOSED – Memorial Day

JUNE

1        Remit membership dues to Second District PTA

1        Second District New Officers Training, 9:00 am – 12:30 pm Location being finalized

4         Last day of SFUSD classes

4        Second District Board Meeting

30      Fiscal year ends for most PTA units and for CAPTA and Second District